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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

779 hedge funds and large institutions have $14.8B invested in SPDR Portfolio S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 367 increasing their positions, 252 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+20
Holders Change %
+2.64%
% of All Funds
12.42%
Holding in Top 10
163
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.82%
% of All Funds
2.6%
New
77
Increased
367
Reduced
252
Closed
46
Calls
$14.4M
Puts
$5.18M
Net Calls
+$9.21M
Net Calls Change
+$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$505M
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$365M
4
OIA
4
OneDigital Investment Advisors
Kansas
$303M
5
APTFM
5
AGUR Provident & Training Funds Management
Israel
$987M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$386M
2
DJSG
2
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
3
Brookstone Capital Management
Illinois
$107M
4
DCM
4
Davidson Capital Management
Texas
$38M
5
EWA
5
EP Wealth Advisors
California
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
801
Headlands Technologies
Illinois
– -$357K -6,849 Closed
SHFP
802
Second Half Financial Partners
Florida
– -$339K -6,499 Closed
DAM
803
Derbend Asset Management
Georgia
– -$336K -6,442 Closed
RCM
804
Radnor Capital Management
Pennsylvania
– -$334K -6,409 Closed
NCM
805
NCM Capital Management
New Jersey
– -$330K -6,334 Closed
CCM
806
Crabel Capital Management
California
– -$287K -5,505 Closed
RPCONE
807
Retirement Planning Company of New England
Rhode Island
– -$244K -4,673 Closed
VV
808
Verity & Verity
South Carolina
– -$234K -4,500 Closed
FFG
809
Frisch Financial Group
New York
– -$232K -4,448 Closed
ACI
810
Alpha Cubed Investments
California
– -$221K -4,238 Closed
CAS
811
Coppell Advisory Solutions
Texas
– -$215K -4,169 Closed
TFS
812
Thoroughbred Financial Services
Tennessee
– -$214K -4,108 Closed
TW
813
Transform Wealth
Colorado
– -$212K -4,062 Closed
GIA
814
Guyasuta Investment Advisors
Pennsylvania
– -$207K -3,976 Closed
HAC
815
Harbor Advisory Corp
New Hampshire
– -$205K -3,936 Closed
IF
816
Intrua Financial
Texas
– -$200K -3,839 Closed
KM
817
Kalos Management
Georgia
– -$53.4K -1,025 Closed
IGWM
818
ICA Group Wealth Management
Colorado
– -$32.7K -628 Closed
FHA
819
First Horizon Advisors
Tennessee
– -$26.1K -500 Closed
LS
820
Liquid Strategies
Georgia
– -$20.3K -389 Closed
WIM
821
WealthPlan Investment Management
Nebraska
– -$17.9K -343 Closed
SC
822
SouthState Corp
Florida
– -$15.3K -293 Closed
TC
823
Truvestments Capital
Florida
– -$13.9K -267 Closed
SWA
824
SOA Wealth Advisors
New York
– -$12.6K -241 Closed
GT
825
Glenmede Trust
Pennsylvania
– -$8.43K -175 Closed
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